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Jeremy serves as a Financial Advisor in First Investments & Planning . His primary role is assisting clients in all aspects of financial planning, investments, and insurance needs in effort to help them achieve their financial goals.
Jeremy began his career in the financial services industry in 2011. Jeremy holds his Series 7 & 66 securities registrations as well as Life and Health licenses. He graduated with a Bachelor's and Master's Degree in Music Education from Doane College.
Along with his love of music, Jeremy enjoys serving in his church, playing basketball and spending time with his wife Leslie and their three children, Milo, Annie and Asher.
8418 Frederick St
Omaha NE, 68124
508 Court St.
Harlan, IA 51537
It’s my goal to know that not only did I help my clients sleep at night with their investment decisions, but that I also can sleep at night knowing I did what’s right for them.